DFUS vs IJH

ADFUS

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,889DFUS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common4.3%DFUS and IJH

DFUS

IJH

Dimensional U.S. Equity ETF · $21.8BiShares Core S&P Mid-Cap ETF · $125B

+22.1%3 years · per year$18,189 · $15,806+16.5%

+11.1%5 years · per year$16,889 · $13,830+6.7%

0.09%Expense ratio$9 · $5 on $10k · lower wins0.05%

0.90%12-mo yield$90 · $126 on $10k1.26%

−9.0%Worst dropSmaller wins−8.8%

13.9%VolatilityLower wins15.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFUS · IJH

0.0%FTI0.7%

0.0%USFD0.7%

0.0%THC0.7%

0.0%ENTG0.6%

Held in common4.3%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$21.8B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$21.8B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUS vs IJH

DFUS

Dimensional U.S. Equity

$16,889

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureDFUSIJH

Fee0.09%0.05%

Cost on $10k a year$9$5

Yield0.90%1.26%

5 years, per year+11.1%+6.7%

3 years, per year+22.1%+16.5%

Worst drop · 1Y−9.0%−8.8%

Volatility · 1Y13.9%15.5%

3–3measures won
level

4.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFUS, IJH

Today

4.3%most shared, DFUS and IJH

DFUSIJH

DFUS—4.3%

IJH4.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFUS$90 − $9 = $81

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee